Connect Nutshell and beau to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

beau

Automatically do this!

Enable Integrations or automations with these events of Nutshell and beau

Enable Integrations or automations with these events of Nutshell and beau

Actions

Find User

Find User

Finds an existing User by email.

Create Company

Create Company

Creates a new Company.

List Users

List Users

Get list of users

List Account

List Account

Get all accounts and associated data in your Nutshell instance.

List Account Type

List Account Type

Get a list of all account types in a Nutshell instance.

List Activities

List Activities

List all activities.

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Frequently Asked Questions

How do I start an integration between Nutshell and beau?

To start, connect both your Nutshell and beau accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in beau (or vice versa).

Can we customize how data from Nutshell is recorded in beau?

Absolutely. You can customize how Nutshell data is recorded in beau. This includes choosing which data fields go into which fields of beau, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Nutshell and beau?

The data sync between Nutshell and beau typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nutshell to beau?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nutshell and beau?

Yes, you can set conditional logic to control the flow of data between Nutshell and beau. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Nutshell

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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beau

About beau

Turn client-facing workflows into client portals: collect form submissions, documents and files, accept payments, send messages and reminders, approve steps or request changes.

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